Real experience you can trust.

Value-add investing isn’t new – in fact, it’s actually one of the oldest approaches to investing, period. Our depth of experience, and our ability to translate complicated strategies into a common sense approach is what sets us apart from our competitors.

Active Management

An active role in the asset management of each transaction is critical to outsized investment performance and growth. Our results prove the active management thesis. We achieve above average cash yields for our investors, while protecting against downside risk. The assets we target frequently suffer from some combination of mismanagement, capital neglect, or have underlying value that can be extracted.

Focus on Yield

Lucern Capital Partners’ embraces the value approach to investing. We strive to deliver returns by purchasing assets below enterprise value or replacement cost, collecting stable recurring cash yields, and implementing programmatic value-add business plans. This is about identifying opportunities where we can improve the value of the asset - we remove the sole reliance on macroeconomic factors to drive that value. This eliminates a dependence on a market’s prospects when evaluating an investment opportunity. Lucern focuses on long-term sustainable cash flow, dismissing the risky, short-sighted approach of investing in the “next hot location or industry".

Acquisition Criteria

Lucern Capital Partners targets assets and investments that are opportunistic in nature, mismanaged, or in need of capital to accelerate growth. Our investments can be improved with a value-add business plan, active hands-on management, and experience. We identify, and currently pursue, such assets via these acquisition criteria.

Asset Type

Real Estate

Value-Add Opportunities

Assets that are underperforming due to mismanagement or current inactive long term operators

Assets that can be repositioned by implementing a strategic capital improvements program

Opportunity to enhance value through individual unit and common area upgrades

Operating Companies

We will consider opportunistic investments in varied industries where we can add value